Power BI - Create quick measures Tutorial
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Objectifs :
Understand how to create custom measures in Power BI Desktop using DAX for complex calculations, specifically focusing on calculating month-over-month changes in sales revenue.
Chapitres :
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Introduction to Custom Measures in Power BI
Power BI Desktop typically automates calculations based on the types of fields and aggregations selected. However, for more complex and unique calculations, users may need to create their own measures using Data Analysis Expressions (DAX). This section will guide you through the process of creating custom measures. -
Creating a Quick Measure
To create a custom measure, you have two options: - From the Home tab, select 'Quick Measure'. - Alternatively, in the Fields pane, right-click on the item in question and select 'New Quick Measure' from the menu. This flexibility allows you to choose the method that best suits your workflow. -
Focusing on Sales Revenue
In this example, we will focus on calculating the monthly change in sales revenue. When the Quick Measure popup window appears, it suggests various quick measures such as aggregate per category, max per category, and filters. For our purpose, we will navigate to the 'Time Intelligence' category to find the 'Month-over-Month Change'. -
Setting Up the Measure
In the Quick Measure setup, you will see the fields recapped on the right side. For the base value, we will use the previously calculated measure for sales revenue. Drag and drop this measure into the designated area. Next, select the 'Order Date' from the sales table and slide it into the date field. Under 'Number of Periods', you can choose the frequency for the calculation, such as monthly, bi-monthly, or quarterly. For this example, we will leave it as is and click 'OK'. -
Visualizing the New Measure
Once the new measure is created, it will appear as 'Sales Revenue Month-to-Month' with a percentage. To visualize this data, select a clustered bar chart and drop the new measure into the visual. Additionally, select the months from the order data to display the changes over time. In future videos, we will explore how to format this visual to differentiate between negative and positive values.
FAQ :
What is Power BI Desktop used for?
Power BI Desktop is used for data visualization and business intelligence, allowing users to create reports and dashboards to analyze and share insights from their data.
How do I create a measure in Power BI?
To create a measure in Power BI, you can either use the 'Quick Measure' option from the Home tab or right-click on a field in the fields pane and select 'New Quick Measure'.
What is the purpose of DAX in Power BI?
DAX, or Data Analysis Expressions, is used in Power BI to create custom calculations and perform complex data analysis, enhancing the capabilities of your reports.
What is a month-over-month change?
A month-over-month change measures the difference in a specific metric, such as sales revenue, from one month to the next, providing insights into trends over time.
Can I visualize my data in Power BI?
Yes, Power BI allows you to create various visualizations, such as bar charts, line graphs, and pie charts, to represent your data effectively.
Quelques cas d'usages :
Sales Performance Analysis
Using Power BI to analyze sales revenue month-over-month can help sales teams identify trends, assess performance, and make informed decisions to improve sales strategies.
Financial Reporting
Finance departments can utilize DAX measures to create detailed financial reports that track revenue changes over time, aiding in budget forecasting and financial planning.
Marketing Campaign Effectiveness
Marketers can apply time intelligence functions in Power BI to evaluate the effectiveness of campaigns by comparing sales data before and after campaign launches.
Inventory Management
Businesses can use Power BI to monitor inventory levels and sales trends, allowing for better stock management and reducing excess inventory costs.
Glossaire :
Power BI Desktop
A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.
Measures
Calculations used in Power BI to analyze data, which can be created using Data Analysis Expressions (DAX) to perform complex calculations.
Data Analysis Expressions (DAX)
A formula language used in Power BI, Excel, and other Microsoft tools to define custom calculations and queries on data.
Quick Measure
A feature in Power BI that allows users to create common calculations without writing DAX formulas manually.
Time Intelligence
A category of DAX functions that enables users to perform calculations based on dates and time periods, such as year-to-date totals or month-over-month changes.
Sales Revenue
The total income generated from sales of goods or services, before any expenses are deducted.
Clustered Bar Chart
A type of visual in Power BI that displays data in horizontal bars, allowing for easy comparison of different categories.
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